Wellington Management Group
TMHC

Wellington Management Group’s Taylor Morrison TMHC Stock Holding History

Wellington Management Group’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,725
Closed -$340K – 2220
2021
Q4 		$340K Buy
9,725
+1,225
+14% +$38.2K ﹤0.01% 2054
2021
Q3 		$219K Hold
8,500
– – ﹤0.01% 2096
2021
Q2 		$225K Buy
+8,500
New +$252K ﹤0.01% 2075
2020
Q2 		– Sell
-25,857
Closed -$284K – 1973
2020
Q1 		$284K Buy
+25,857
New +$556K ﹤0.01% 1810
2018
Q3 		– Sell
-11,177
Closed -$233K – 2310
2018
Q2 		$233K Buy
+11,177
New +$249K ﹤0.01% 2173
2016
Q4 		– Sell
-319,415
Closed -$5.62M – 2269
2016
Q3 		$5.62M Sell
319,415
-16,910
-5% -$285K ﹤0.01% 1345
2016
Q2 		$4.99M Sell
336,325
-13,777
-4% -$203K ﹤0.01% 1338
2016
Q1 		$4.94M Sell
350,102
-322,718
-48% -$4.27M ﹤0.01% 1361
2015
Q4 		$10.8M Buy
672,820
+6,762
+1% +$119K ﹤0.01% 1145
2015
Q3 		$12.4M Sell
666,058
-1,640
-0.2% -$32.4K ﹤0.01% 1111
2015
Q2 		$13.6M Sell
667,698
-23,145
-3% -$458K ﹤0.01% 1144
2015
Q1 		$14.4M Buy
690,843
+63,667
+10% +$1.19M ﹤0.01% 1138
2014
Q4 		$11.8M Sell
627,176
-1,215,326
-66% -$21.7M ﹤0.01% 1191
2014
Q3 		$29.9M Sell
1,842,502
-534,169
-22% -$10.4M 0.01% 886
2014
Q2 		$53.3M Sell
2,376,671
-3,174,834
-57% -$68.7M 0.01% 724
2014
Q1 		$130M Sell
5,551,505
-56,209
-1% -$1.27M 0.04% 456
2013
Q4 		$126M Buy
5,607,714
+31,079
+0.6% +$669K 0.04% 457
2013
Q3 		$126M Buy
5,576,635
+889,304
+19% +$20.1M 0.04% 428
2013
Q2 		$114M Buy
+4,687,331
New +$118M 0.04% 439

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group's TMHC Position: Q1 2022 in Review

Wellington Management Group sold out of Taylor Morrison (TMHC) in Q1 2022, closing a stake of 9,725 shares — an estimated $340K sold.

Wellington Management Group first reported a position in TMHC in Q2 2013 and held it in 19 quarters. The position peaked at $130M in Q1 2014. 281 funds tracked by Wall St. Rank hold TMHC as of Q1 2022.

  • Wellington Management Group reported no remaining Taylor Morrison position as of Q1 2022 after selling out during the quarter.
  • Wellington Management Group sold 9,725 Taylor Morrison shares in Q1 2022, an estimated $340K.
  • Wellington Management Group first reported a position in Taylor Morrison in Q2 2013 and held it in 19 quarters.
  • Wellington Management Group's Taylor Morrison position peaked at $130M in Q1 2014.
  • 281 funds tracked by Wall St. Rank held Taylor Morrison as of Q1 2022.

Based on Wellington Management Group's 13F filing for Q1 2022, filed 16 May 2022.